OMR abrdn Global Sustainable Equity Life

SRI Style:

Ethical Style

SDR Labelling:

-

Product:

Life

Fund Region:

Global

Fund Asset Type:

Equity

Launch Date:

28/06/2006

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£m

ISIN:

GB00B1801B69

Sustainable, Responsible
&/or ESG Overview:

No response when requested information from fund manager

Primary fund last amended:


Information directly from fund manager.

Fund Filters

Environmental - General
Environmental policy

Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.

Climate Change & Energy
Paris aligned strategy

Aims to ensure holdings will reduce their greenhouse gas emissions in line with targets set at COP21 in Paris. The core aim is to help achieve ‘net zero emissions by 2050’ and a ‘maximum global temperature increase of +1.5 to +2 degrees above preindustrial levels’. Strategies and opinions vary.

Social / Employment
Social policy

Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.

Favours companies with strong social policies

Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.

Ethical Values Led Exclusions
Ethical policies

Has policies that set out their position on ethical or 'personal values' based issues. Strategies vary.

Tobacco & related product manufacturers excluded

Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.

Armaments manufacturers avoided

Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.

Alcohol production excluded

Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.

Gambling avoidance policy

Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.

Pornography avoidance policy

Avoids companies that derive significant income from pornography and related areas. Strategies vary.

Human Rights
Human rights policy

Has policies relating to human rights issues. Typically require companies to demonstrate higher standards, although some managers work to encourage improvements. Investee companies are often judged against internationally agreed norms or standards. Strategies vary.

Oppressive regimes (not free or democratic) exclusion policy

Has policies that exclude companies or other assets which operate in, or are owned by regimes which are not democratic, or where people may be oppressed. May use eg. Freedom House research. Strategies vary.

Governance & Management
UN sanctions exclusion

Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list

Product / Service Governance
ESG integration strategy

Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.

Asset Size
Invests in small, mid & large cap companies / assets

Invests in a combination of small, medium and larger (potentially multinational) companies / assets.

How The Fund/Portfolio Works
Negative selection bias

Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.

Strictly screened ethical investment

Has principle approach to apply positive or negative ethical, social and / or environmental screens. Strictly screened investments are likely to exclude more companies than other related options. Strategies vary.

SRI / ESG / Ethical policies explained on website

Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies).

Intended Clients & Product Options
Faith friendly

Has attributes that commonly suit the aims of investors of faith - although they may not be specifically marketed as being only for religious investors. Strategies vary (as do investor aims).

Available via an ISA (OEIC only)

Available via a tax efficient ISA product wrapper.

Fund Management Company Information

About The Business
Responsible ownership / stewardship policy or strategy (AFM companywide)

Finds fund / asset management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.

ESG / SRI engagement (AFM companywide)

Find fund / asset management companies that actively encourage higher 'environmental, social and governance' and / or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM companywide)

Find fund / asset managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership / ESG a key differentiator (AFM companywide)

Find fund / asset managers that consider responsible ownership and ESG to be a key differentiator for their business.

Senior management KPIs include environmental goals (AFM companywide)

The leadership team of this fund / asset manager have performance targets linked to environmental goals.

SDG aligned aims / objectives (AFM companywide)

Find fund / asset management companies that aim to align all their investments (across all funds) to help meet the aims of the UN Sustainable Development Goals.

Responsible ownership policy for non SRI / sustainable options (AFM companywide)

Find options run by managers that apply Responsible ownership or 'Stewardship' policies to all or most of their investment assets. This means active involvement (e.g. voting, dialogue) with the companies across all or most funds, products and services.

Integrates ESG factors into all / most research (AFM companywide)

Find fund / asset management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

UKSIF member

Find fund / asset management companies that are members of UKSIF - the UK Sustainable Investment and Finance association

TNFD forum member (AFM companywide)

A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes.

Resources
In-house responsible ownership / voting expertise

Find fund / asset management companies that employ people to steer and support fund managers in voting shares at company AGM's and EGMs in ways that are consistent with encouraging higher ESG/sustainability standards.

Employ specialist ESG / SRI / sustainability researchers

Find a fund / asset management company that directly employs specialist ESG/SRI/sustainability researchers or analysts. This allows asset managers to discuss environmental, social and governance risks and opportunities directly with companies.

Use specialist ESG / SRI / sustainability research companies

Find fund / asset management companies that makes use of expert external research companies. This can help deliver specialist expertise and means resources are pooled with other investors.

Accreditations
UK Stewardship Code signatory (AFM companywide)

Find fund / asset managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Regularly lead collaborative ESG initiatives (AFM companywide)

Find fund / asset management companies that regularly initiate or run industry wide (collaborative) investor projects aimed at raising environmental, social and governance standards amongst investee companies.

Company Wide Exclusions
Controversial weapons avoidance policy (AFM companywide)

Find fund / asset management companies (not funds) that avoid investment in 'controversial weapons' across all of their funds and other investment vehicles.

Tobacco avoidance policy (AFM companywide)

Find fund / asset management companies that avoid investment in tobacco (manufacturing) companies across all their assets.

Climate & Net Zero Transition
Voting policy includes net zero targets (AFM companywide)

Fund / asset manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.

Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage reductions in carbon dioxide and other greenhouse gas emissions.

Carbon offsetting - offset carbon as part of net zero plan (AFM companywide)

This fund / asset management company plans to achieve net zero greenhouse gas (CO2e) emissions with the help of a scheme that will lock away an amount of carbon that is equivalent to the company’s own emissions – so that the end result is ‘net zero’. Calculations and scope vary.

In-house carbon / GHG reduction policy (AFM companywide)

Find fund / asset management companies that are working to reduce their own (fund management company) carbon/greenhouse gas emissions.

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

Find fund / asset management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full stewardship / responsible ownership policy information on company website

Find fund / asset management companies that publish information about their sustainable and responsible investment strategies on their company website.

Publish full voting record (AFM companywide)

Fund / asset management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

Sustainability transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.

Paris Alignment plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.

Net Zero transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.

Sustainable, Responsible &/or ESG Policy:

Investment Objective

To generate growth over the long term (5 years or more) by investing in global equities (company shares) that manage adverse environmental impacts and promote societal welfare in one or more of the four thematic areas of - climate change, the environment, labour management, and human rights & stakeholders, through their business operations OR their products and services.

To align with this sustainability objective companies must demonstrate they are positively addressing one or more of the thematic areas, assessed against either the:
(i) revenue from or investment budget directed to, products and services that contribute to:

  •  climate change - through renewable energy, or sustainable real estate and infrastructure development; or
  • environment - through circular economy practices, sustainable food & agriculture, or access to water & sanitation; or
  • labour management - through educational and employment initiatives; or
  • human rights & stakeholders - through health and social care, or financial inclusions; or

 (ii) sustainability of business operations in accordance with the abrdn Operational Sustainability Score. Thi  score takes into account a variety of data inputs related to the four thematic areas of climate change, environment, labour management, and human rights & stakeholders to identify companies that are addressing adverse environmental impacts and promoting societal welfare.

Performance Target: To achieve a return in excess of the MSCI AC World Index over rolling five-year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is no certainty or promise that the Performance Target will be achieved. Applying sustainability criteria in the investment process may result in the exclusion of securities within the fund's universe of potential investments and therefore may have a bearing on the fund's return profile.

The MSCI AC World Index (the "Index") is a representative index of world stock markets.

Investment Policy
Portfolio Securities

  • The fund invests at least 70% in global equities.
  • Up to 20% of the fund's investments may not align with the sustainability objective provided that they do not conflict with it, assessed against the exclusionary screens and a minimum Operational Sustainability Score of 40.
  • abrdn applies a set of company exclusionary screens which are related to UN Global Compact, State Owned Enterprises, Weapons, Tobacco, Gambling, Thermal Coal, Oil & Gas and Electricity Generation.
  • More detail on the abrdn Sustainable Investment Equity Approach, including exclusionary screening criteria, can be found in the Prospectus. 
  • The fund may also invest in other funds (including those managed by abrdn), cash and assets that can be turned into cash quickly.

Management Process

  •  The management team use their discretion (active management) to maintain a diverse asset mix at country, sector and company level.
  • Their primary focus is on selecting companies using research techniques to select individual holdings. The research process is focused on finding attractive high-quality companies that can be held for the long term through the assessment of their business, the industry they operate in, their financial strength, the capability of their management team, and sustainability characteristic.
  • For a company to meet the fund's sustainability objective, either:
    • at least 20% of their revenues or investment budget must be related to products or services that that positively contribute to either climate change, the environment, labour management, or human rights and stakeholders (as outlined above) ("Companies with Sustainable Products"); 
    • the company's business operations, as assessed by the abrdn Operational Sustainability Score, must meet the minimum threshold of 60 out of 100 ("Operationally Sustainable Companies"). 
  • The threshold for Companies with Sustainable Products is reflective of companies demonstrating strategic intent and the threshold for Operationally Sustainable Companies is reflective of companies that effectively manage and address adverse environmental impacts and promote societal welfare.
  • Due to the active and sustainable nature of management process the fund's performance profile may deviate significantly from that of the Index.

(Source: KIID, as at January 2026)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

OMR abrdn Global Sustainable Equity Life

Ethical Style - Life Global Equity 28/06/2006

ISIN: GB00B1801B69

Sustainable, Responsible &/or ESG Overview

This product is linked to the "abrdn Global Sustainable Equity" fund. The following information refers to the primary fund.

No response when requested information from fund manager

Information received directly from Fund Manager

Please select what you would like to read:

Fund Filters

Environmental - General
Environmental policy

Has policies which relate to environmental issues. These will typically set out their stance on issues such as pollution, climate change, resource management, biodiversity loss, carbon emissions, plastics and/or additional environmental impacts. Strategies vary.

Climate Change & Energy
Paris aligned strategy

Aims to ensure holdings will reduce their greenhouse gas emissions in line with targets set at COP21 in Paris. The core aim is to help achieve ‘net zero emissions by 2050’ and a ‘maximum global temperature increase of +1.5 to +2 degrees above preindustrial levels’. Strategies and opinions vary.

Social / Employment
Social policy

Has policies which set out their approach to social issues (e.g. human rights, labour standards, equal opportunities, child labour and/or adherence to internationally recognised codes such as the UN Global Compact). Strategies with social policies typically avoid companies with low standards and/or work to encourage higher standards. See fund information for detail.

Favours companies with strong social policies

Aims to invest in assets with high social values - this may include strong human rights, labour standards and equal opportunities or safety related practices.

Ethical Values Led Exclusions
Ethical policies

Has policies that set out their position on ethical or 'personal values' based issues. Strategies vary.

Tobacco & related product manufacturers excluded

Companies are excluded if they are involved in any aspect of the production chain for tobacco products, including cigarettes, vaping, e-cigarettes, chewing tobacco and cigars.

Armaments manufacturers avoided

Avoids companies that manufacture weapons intended specifically for military use. Strategies vary - may or may not include non-strategic military products.

Alcohol production excluded

Avoids companies that produce alcohol. Strategies vary; some may allow a small proportion of revenue to come from this area.

Gambling avoidance policy

Avoids companies with significant involvement in the gambling industry. Some may allow a small proportion of revenues to come from this area.

Pornography avoidance policy

Avoids companies that derive significant income from pornography and related areas. Strategies vary.

Human Rights
Human rights policy

Has policies relating to human rights issues. Typically require companies to demonstrate higher standards, although some managers work to encourage improvements. Investee companies are often judged against internationally agreed norms or standards. Strategies vary.

Oppressive regimes (not free or democratic) exclusion policy

Has policies that exclude companies or other assets which operate in, or are owned by regimes which are not democratic, or where people may be oppressed. May use eg. Freedom House research. Strategies vary.

Governance & Management
UN sanctions exclusion

Exclude companies that are subject to United Nations sanctions. See eg https://main.un.org/securitycouncil/en/content/un-sc-consolidated-list

Product / Service Governance
ESG integration strategy

Find fund / asset managers that factor in 'environmental, social and governance' issues as part of their investment decision making process. A focus on 'ESG' typically means a fund is carrying out additional research to help reduce ESG related risks. It does not necessarily mean a focus on sustainability. Strategies vary. See fund literature.

Asset Size
Invests in small, mid & large cap companies / assets

Invests in a combination of small, medium and larger (potentially multinational) companies / assets.

How The Fund/Portfolio Works
Negative selection bias

Has principle 'ethical approach' to avoid companies by using negative screening criteria. Strategies vary.

Strictly screened ethical investment

Has principle approach to apply positive or negative ethical, social and / or environmental screens. Strictly screened investments are likely to exclude more companies than other related options. Strategies vary.

SRI / ESG / Ethical policies explained on website

Publish explanations of their ethical, social and/or environmental policies online (i.e. investment decision making strategies/ buy/sell &/or asset management strategies).

Intended Clients & Product Options
Faith friendly

Has attributes that commonly suit the aims of investors of faith - although they may not be specifically marketed as being only for religious investors. Strategies vary (as do investor aims).

Available via an ISA (OEIC only)

Available via a tax efficient ISA product wrapper.

Fund Management Company Information

About The Business
Responsible ownership / stewardship policy or strategy (AFM companywide)

Finds fund / asset management companies that have a published company wide stewardship, engagement and / or responsible ownership policy or strategy that covers all investments. Stewardship typically involves encouraging higher ESG standards through voting and dialogue.

ESG / SRI engagement (AFM companywide)

Find fund / asset management companies that actively encourage higher 'environmental, social and governance' and / or 'sustainable and responsible investment' practices across investee companies - typically where the aim is to encourage positive change that is aligned with the best interests of investors. Strategies vary. See additional information and options.

Vote all* shares at AGMs / EGMs (AFM companywide)

Find fund / asset managers that vote all* the shares they own at Annual General Meetings and Extraordinary General Meetings. A commitment to voting shares is a key indicator of 'responsible share ownership' demonstrating their support for or disagreement with management policy. (*situations can legitimately, occasionally occur where voting proves impossible, but in principle all shares should be voted.)

Responsible ownership / ESG a key differentiator (AFM companywide)

Find fund / asset managers that consider responsible ownership and ESG to be a key differentiator for their business.

Senior management KPIs include environmental goals (AFM companywide)

The leadership team of this fund / asset manager have performance targets linked to environmental goals.

SDG aligned aims / objectives (AFM companywide)

Find fund / asset management companies that aim to align all their investments (across all funds) to help meet the aims of the UN Sustainable Development Goals.

Responsible ownership policy for non SRI / sustainable options (AFM companywide)

Find options run by managers that apply Responsible ownership or 'Stewardship' policies to all or most of their investment assets. This means active involvement (e.g. voting, dialogue) with the companies across all or most funds, products and services.

Integrates ESG factors into all / most research (AFM companywide)

Find fund / asset management companies that consider environmental, social and governance (ESG) issues when deciding whether or not to invest in a company for all / almost all of their funds and other assets. This is increasingly seen as part of sound risk management.

Diversity, equality & inclusion engagement policy (AFM companywide)

Find fund / asset management companies that encourage the companies they invest in to have strong diversity, race, gender and other equality policies across all assets held, not simply screened or themed SRI/ESG funds. (ie Asset Management company wide).

Collaborations & Affiliations
PRI signatory

Find fund / asset management companies that have signed up to the UN backed 'Principles of Responsible Investment'.

UKSIF member

Find fund / asset management companies that are members of UKSIF - the UK Sustainable Investment and Finance association

TNFD forum member (AFM companywide)

A member of the Taskforce for Nature Related Financial Disclosures group which aims to aid risk management and shift money towards nature-positive outcomes.

Resources
In-house responsible ownership / voting expertise

Find fund / asset management companies that employ people to steer and support fund managers in voting shares at company AGM's and EGMs in ways that are consistent with encouraging higher ESG/sustainability standards.

Employ specialist ESG / SRI / sustainability researchers

Find a fund / asset management company that directly employs specialist ESG/SRI/sustainability researchers or analysts. This allows asset managers to discuss environmental, social and governance risks and opportunities directly with companies.

Use specialist ESG / SRI / sustainability research companies

Find fund / asset management companies that makes use of expert external research companies. This can help deliver specialist expertise and means resources are pooled with other investors.

Accreditations
UK Stewardship Code signatory (AFM companywide)

Find fund / asset managers that are signatories to the FRC UK Stewardship Code, which sets out a framework for constructive investor / investee relations where managers are encouraged to behave like responsible, typically longer term 'company owners'.

Engagement Approach
Regularly lead collaborative ESG initiatives (AFM companywide)

Find fund / asset management companies that regularly initiate or run industry wide (collaborative) investor projects aimed at raising environmental, social and governance standards amongst investee companies.

Company Wide Exclusions
Controversial weapons avoidance policy (AFM companywide)

Find fund / asset management companies (not funds) that avoid investment in 'controversial weapons' across all of their funds and other investment vehicles.

Tobacco avoidance policy (AFM companywide)

Find fund / asset management companies that avoid investment in tobacco (manufacturing) companies across all their assets.

Climate & Net Zero Transition
Voting policy includes net zero targets (AFM companywide)

Fund / asset manager AGM / EGM voting strategy has processes in place that mean they will normally be expected to vote in a way that will encourage the transition to net zero greenhouse gas emissions.

Net Zero - have set a Net Zero target date (AFM companywide)

This fund / asset management company has set a date by which they plan to achieve net zero greenhouse gas / CO2e emissions.

Encourage carbon / greenhouse gas reduction (AFM companywide)

Find fund / asset management companies that are working with the companies they invest in to encourage reductions in carbon dioxide and other greenhouse gas emissions.

Carbon offsetting - offset carbon as part of net zero plan (AFM companywide)

This fund / asset management company plans to achieve net zero greenhouse gas (CO2e) emissions with the help of a scheme that will lock away an amount of carbon that is equivalent to the company’s own emissions – so that the end result is ‘net zero’. Calculations and scope vary.

In-house carbon / GHG reduction policy (AFM companywide)

Find fund / asset management companies that are working to reduce their own (fund management company) carbon/greenhouse gas emissions.

Transparency
Publish responsible ownership / stewardship report (AFM companywide)

Find fund / asset management companies that publish a report detailing their responsible investment ownership - also known as 'Stewardship' - activity.

Full stewardship / responsible ownership policy information on company website

Find fund / asset management companies that publish information about their sustainable and responsible investment strategies on their company website.

Publish full voting record (AFM companywide)

Fund / asset management companies that publish a full record of how they vote their shares at AGMs (annual general meetings) and EGMs (extraordinary general meetings). Voting strategies have an important role to play encouraging higher environmental, social and governance standards.

Sustainability transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are to become a sustainable business - without significant negative environmental or social impacts.

Paris Alignment plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they will align to the climate change commitments made at the Paris Climate Talks, COP21.

Net Zero transition plan publicly available (AFM companywide)

This fund / asset management company has published a plan that explains how they are going to achieve net zero greenhouse gas / CO2e emissions.

Sustainable, Responsible &/or ESG Policy:

Investment Objective

To generate growth over the long term (5 years or more) by investing in global equities (company shares) that manage adverse environmental impacts and promote societal welfare in one or more of the four thematic areas of - climate change, the environment, labour management, and human rights & stakeholders, through their business operations OR their products and services.

To align with this sustainability objective companies must demonstrate they are positively addressing one or more of the thematic areas, assessed against either the:
(i) revenue from or investment budget directed to, products and services that contribute to:

  •  climate change - through renewable energy, or sustainable real estate and infrastructure development; or
  • environment - through circular economy practices, sustainable food & agriculture, or access to water & sanitation; or
  • labour management - through educational and employment initiatives; or
  • human rights & stakeholders - through health and social care, or financial inclusions; or

 (ii) sustainability of business operations in accordance with the abrdn Operational Sustainability Score. Thi  score takes into account a variety of data inputs related to the four thematic areas of climate change, environment, labour management, and human rights & stakeholders to identify companies that are addressing adverse environmental impacts and promoting societal welfare.

Performance Target: To achieve a return in excess of the MSCI AC World Index over rolling five-year periods (after charges). The Performance Target is the level of performance that the management team hopes to achieve for the fund. There is no certainty or promise that the Performance Target will be achieved. Applying sustainability criteria in the investment process may result in the exclusion of securities within the fund's universe of potential investments and therefore may have a bearing on the fund's return profile.

The MSCI AC World Index (the "Index") is a representative index of world stock markets.

Investment Policy
Portfolio Securities

  • The fund invests at least 70% in global equities.
  • Up to 20% of the fund's investments may not align with the sustainability objective provided that they do not conflict with it, assessed against the exclusionary screens and a minimum Operational Sustainability Score of 40.
  • abrdn applies a set of company exclusionary screens which are related to UN Global Compact, State Owned Enterprises, Weapons, Tobacco, Gambling, Thermal Coal, Oil & Gas and Electricity Generation.
  • More detail on the abrdn Sustainable Investment Equity Approach, including exclusionary screening criteria, can be found in the Prospectus. 
  • The fund may also invest in other funds (including those managed by abrdn), cash and assets that can be turned into cash quickly.

Management Process

  •  The management team use their discretion (active management) to maintain a diverse asset mix at country, sector and company level.
  • Their primary focus is on selecting companies using research techniques to select individual holdings. The research process is focused on finding attractive high-quality companies that can be held for the long term through the assessment of their business, the industry they operate in, their financial strength, the capability of their management team, and sustainability characteristic.
  • For a company to meet the fund's sustainability objective, either:
    • at least 20% of their revenues or investment budget must be related to products or services that that positively contribute to either climate change, the environment, labour management, or human rights and stakeholders (as outlined above) ("Companies with Sustainable Products"); 
    • the company's business operations, as assessed by the abrdn Operational Sustainability Score, must meet the minimum threshold of 60 out of 100 ("Operationally Sustainable Companies"). 
  • The threshold for Companies with Sustainable Products is reflective of companies demonstrating strategic intent and the threshold for Operationally Sustainable Companies is reflective of companies that effectively manage and address adverse environmental impacts and promote societal welfare.
  • Due to the active and sustainable nature of management process the fund's performance profile may deviate significantly from that of the Index.

(Source: KIID, as at January 2026)